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Thursday 10 September 2026
AI server ODMs face widening component mismatches, with shortages reaching 15–20%
Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...
Thursday 10 September 2026
Flex's EPC Power deal points to a broader shift in AI infrastructure
Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers...
Thursday 10 September 2026
Three open source foundations share one stage in Shanghai
As AI applications move from the lab to large-scale deployment, China's open source ecosystem is increasingly focused on how to connect once-siloed technology layers to improve computing...
Thursday 10 September 2026
Song Chuan rides 800V HVDC upgrade wave, posts record 2Q26 sales
Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging...
Thursday 10 September 2026
Acer's PC, non-PC businesses drive 13-year revenue high
Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August...
Thursday 10 September 2026
Chenbro Micom August revenue dips, core projects unchanged
Server chassis maker Chenbro Micom reported August 2026 revenue of NT$2.46 billion, up 41% year-over-year. Cumulative revenue for the first eight months reached NT$19.85 billion, up...
Wednesday 9 September 2026
OpenAI's deeper Samsung tie-up lands on a foundry that is running out of capacity
For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less...
Wednesday 9 September 2026
AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain
Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications...
Wednesday 9 September 2026
Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem
Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing...
Wednesday 9 September 2026
Ledlink Optics posts 21-month revenue high on AI server, auto demand
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...
Wednesday 9 September 2026
Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras
Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese...
Wednesday 9 September 2026
JD.com's real target with 3 million robots: physical AI
JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the...
Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...
Wednesday 9 September 2026
Sysgration expands Taiwan, US drone manufacturing as procurement plans advance
Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government...
Wednesday 9 September 2026
Smart applications boost AOPEN, Acerpure revenue
Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.